Preferred Trust Blog

We needed more room to grow, so we are moving from our location on 2140 E Pebble Rd effective July 25^th. Please note our new address below for your records to ensure that all future postal service is..

To say that the market for private placement investments is significant is a bit of an understatement. In 2019, Reg D private placement offerings alone raised more than $1.5 trillion in capital to..

This article, “IRA Financial Trust to Sue Gemini Over $36M crypto assets exploit back in February”, is one of the many buyer beware stories that highlights the current security and regulatory issues..

The ability to build your retirement nest egg with tax free savings is one of the greatest gifts that the government has ever given American citizens. If you are interested in taking advantage of a..

The Required Minimum Distribution, or RMD, is an IRS mandated amount of money that must be withdrawn annually from your retirement plan(s) that is subject to ordinary income tax. RMDs start the year..

Have you had to let an exciting investment opportunity pass you by because your Self-Directed IRA account at Preferred Trust Company is currently short on liquid, investable qualified funds? If..

In 2019, the IRS issued IRS Rev. Rul. 2019-24 to establish tax implications for when digital currency investors participate in an “airdrop” of new digital currency derived from a “hard fork.”

As a Self-Directed IRA account owner, it is your responsibility to be able to identify and differentiate what fees can be paid by the account owner with personal funds and those that must be paid..

We have all experienced a job change at some point in our life and, in most cases, you are on your own to make sure that all your ducks are in a row as you leave. This transition can often be..

These are the top 5 questions you should ask yourself when considering digital currency as an investment strategy in your Self-Directed IRA.